Search
Bank of America Securities has raised its sales forecast for the server CPU industry, projecting that the compound annual growth rate (CAGR) of sales from 2026 to 2030 will increase from 13% (equivalent to $59 billion) to 15% (equivalent to $71 billion). This adjustment is primarily based on accelerated spending by hyperscale data centers to address emerging Agentic AI, supply constraints, and CPU price increases driven by product portfolio optimization. Meanwhile, the bank has also raised the target prices for AMD, Arm, and Intel, believing that AMD holds the greatest advantage in the short term due to its leading product lineup, while Intel will benefit but has seen an excessive increase in market capitalization over the past three months. In the long term, competition in the CPU market is expected to intensify, with various ARM architecture solutions emerging.
-
C114 Communication Network -
Communication Home
